《大行報告》瑞信上調海通證券(06837.HK)評級至「跑贏大市」 目標價上調至10.1元
瑞信發表報告指,中資券商為年初至今A股日均成交強勁、貨幣寬鬆環境下融資成本下降,及A股表現具韌性的直接受惠者。
該行更新對中資券商行業的假設,以反映對市場的最新情況,其中上調今年A股日均成交假設20%至6,870億元人民幣。另外,由於再融資額回升,對今年股本集資額預測由5,040億元增至近1.71萬億元人民幣。
瑞信上調對海通證券(06837.HK)H股目標價,由8.9港元升至10.1港元,評級由「中性」上調至「跑贏大市」,並上調集團今明兩年盈利預測分別8.3%及6.6%。
該行提到,對龍頭券商有跑贏表現的看法保持不變,行業首選為中金公司(03908.HK)、中信証券(06030.HK)及華泰證券(06886.HK)。
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